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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,279 | $157,296-92.8% | $141,191-92.0% | $152,897-92.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 32.48% | 64.34%-31.9pp | 71.41%-38.9pp | 345.43%-313.0pp |
| Employer contribution / active EE | $2,324 | $5,262-55.8% | $4,736-50.9% | $4,764-51.2% |
| Participant deferral / active EE | $2,847 | $7,111-60.0% | $6,710-57.6% | $5,851-51.3% |
| Admin fee / account holder | $185 | $12,125-98.5% | $10,264-98.2% | $11,599-98.4% |